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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Guggenheim Capital
401
Guggenheim Capital
Illinois
$13.8B +$1.18B +9% 8.95% 131% 1,675 11.64% 7.3
Aptus Capital Advisors
402
Aptus Capital Advisors
Alabama
$13.7B +$1.48B +12% 6.47% 67% 1,667 12.78% 2.3
Lone Pine Capital
403
Lone Pine Capital
Connecticut
$13.7B -$308M -2% 12.8% 352% 32 46.88% 1.5
Harding Loevner
404
Harding Loevner
New Jersey
$13.6B -$1.23B -8% 3.58% 79.1% 73 9.59% 5
Boston Trust Walden
405
Boston Trust Walden
Massachusetts
$13.6B -$390M -3% 5.44% 61.4% 403 10.17% 6.9
Prudential plc
406
Prudential plc
United Kingdom
$13.6B -$2.98B -18% 6.78% 61.4% 804 17.91% 3.5
Equitable Holdings
407
Equitable Holdings
New York
$13.6B +$1.47B +12% 7.62% 71.8% 1,596 13.22% 2.8
Axiom Investors
408
Axiom Investors
Connecticut
$13.6B +$1.39B +11% 11.6% 302% 154 27.27% 2.2
APG Asset Management US
409
APG Asset Management US
New York
$13.6B +$189M +1% 3.52% 37% 193 6.74% 2.5
Wolverine Asset Management
410
Wolverine Asset Management
Illinois
$13.5B +$2.72B +25% 1.99% 14.5% 1,895 31.45% 1.4
Durable Capital Partners
411
Durable Capital Partners
Maryland
$13.5B +$290M +2% 5.02% 128% 54 29.63% 1.7
PineBridge Investments
412
PineBridge Investments
New York
$13.5B +$866M +7% 9.25% 110% 605 22.31% 3.5
Freestone Grove Partners
413
Freestone Grove Partners
California
$13.4B +$146M +1% 7.13% – 941 59.3% 0.3
EdgePoint Investment Group
414
EdgePoint Investment Group
Ontario, Canada
$13.4B +$166M +1% 12.2% 57.9% 45 15.56% 2.9
NEOS Investment Management
415
NEOS Investment Management
Connecticut
$13.4B +$5.27B +65% 10.6% 163% 653 9.49% 1.6
Ilmarinen Mutual Pension Insurance
416
Ilmarinen Mutual Pension Insurance
Finland
$13.3B +$890M +7% 6.22% 88.3% 311 7.72% 2.9
Champlain Investment Partners
417
Champlain Investment Partners
Vermont
$13.3B -$1.06B -7% 0.37% 48.5% 142 9.86% 3.5
Soroban Capital Partners
418
Soroban Capital Partners
New York
$13.3B +$3.01B +29% 8.56% 67% 33 21.21% 1.8
SB Investment Advisers (UK)
419
SB Investment Advisers (UK)
United Kingdom
$13.3B +$640M +5% 13.3% 42.4% 10 0% 4
National Mutual Insurance Federation of Agricultural Cooperatives
420
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$13.2B +$826M +7% 7.74% 74.8% 43 2.33% 8.1
Teachers Retirement System of the State of Kentucky
421
Teachers Retirement System of the State of Kentucky
Kentucky
$13.2B +$802M +6% 9.91% 131% 1,719 5.35% 8.6
Clal Insurance
422
Clal Insurance
Israel
$13.1B +$2.95B +29% 14% 202% 226 14.16% 2.1
Banco Bilbao Vizcaya Argentaria
423
Banco Bilbao Vizcaya Argentaria
Spain
$13.1B +$2.04B +19% 10.3% 121% 748 10.43% 3.9
Brinker Capital Investments
424
Brinker Capital Investments
Pennsylvania
$12.9B +$1.18B +10% 7.65% 75.8% 2,140 13.13% 2.9
Caption Management
425
Caption Management
Oklahoma
$12.8B +$3.79B +42% 35.3% 227% 2,120 59.15% 0.4